See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,310 | $56,199+23.3% | $67,652+2.4% | $59,632+16.2% |
| Participation rate | 68.2% | 71.5%-3.3pp | 75.7%-7.5pp | 68.7%-0.5pp |
| Annual return | -0.89% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,114 | $2,844+115.0% | $3,560+71.8% | $3,192+91.6% |
| Admin fee / account holder | $12,026 | $3,958+203.8% | $4,821+149.5% | $4,297+179.9% |